+5.5%
EARN price history and return analytics
+288.9%
-283.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.5% |
| 7D | -0.9% | +2.4% | -3.3% | -3.0% |
| 30D | +1.9% | -1.5% | +3.4% | +3.5% |
| 3M | -22.3% | -4.1% | -18.2% | -19.3% |
| 6M | -24.5% | +0.6% | -25.0% | -25.1% |
| YTD | -26.4% | +11.0% | -37.4% | -33.5% |
| 1Y | -22.9% | +13.3% | -36.2% | -31.7% |
| 3Y | -3.0% | +73.4% | -76.4% | -42.6% |
| 5Y | -40.6% | +57.4% | -98.1% | -61.8% |
| 10Y | +1.2% | +221.7% | -220.5% | -63.7% |
| All | +5.5% | +288.9% | -283.4% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling